Amy K. B. Ertel, Esq. is a Senior Vice President and Senior Trust Officer with CNB Wealth Management. Her responsibilities include the administration of trusts and estates, as well as custody and investment management accounts. Her work includes trust and estate administration, relationship management, review and interpretation of legal documents, coordination with investment managers and financial planners, and providing trust and estate education to clients, prospective clients and colleagues. Amy's expertise spans a variety of trust structures including estate administration; fiduciary income and estate tax preparation; judicial proceedings involving probate, receipt and releases, and petitions for trust and estate settlements. Amy has vast experience in drafting personalized estate and tax planning documents to achieve client goals of wealth transfer management and asset protection.
Prior to joining CNB, Amy served as an Associate Attorney at Harris Beach in the Life and Asset Planning Group in their Rochester and Buffalo offices. Before joining Harris Beach, Amy was practicing trust and estate work with a small boutique law firm in Pittsford for several years.University at Buffalo Law School, Juris Doctor
Elmira College, B.S. in Business Administration and Social Studies, magna cum laude
Certified Trust & Financial Advisor (CTFA)American Bankers Association Institute of Certified Bankers, CTFA Working Group Board Member
New York State Bar Association, Trusts and Estates Law Section
Monroe County Bar Association, Trusts and Estates Section
Estate Planning Council of Rochester, Member
Horizons at Harley, Advisory Board Member
Volunteer Lawyer’s Service Project of Rochester Inc., past “Art of Lawyering” committee
member